Foundations Investment Advisors’s Goldman Sachs GS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36.1M | Buy |
51,033
+3,110
| +6% | +$2.2M | 0.57% | 51 |
|
2025
Q1 | $26.2M | Buy |
47,923
+39,608
| +476% | +$21.6M | 0.48% | 56 |
|
2024
Q4 | $4.76M | Buy |
8,315
+6,511
| +361% | +$3.73M | 0.09% | 196 |
|
2024
Q3 | $893K | Buy |
1,804
+38
| +2% | +$18.8K | 0.02% | 380 |
|
2024
Q2 | $799K | Sell |
1,766
-1,377
| -44% | -$623K | 0.02% | 386 |
|
2024
Q1 | $1.31M | Sell |
3,143
-125
| -4% | -$52.2K | 0.03% | 278 |
|
2023
Q4 | $1.25M | Buy |
3,268
+552
| +20% | +$212K | 0.03% | 275 |
|
2023
Q3 | $879K | Buy |
2,716
+784
| +41% | +$254K | 0.03% | 302 |
|
2023
Q2 | $623K | Sell |
1,932
-119
| -6% | -$38.4K | 0.02% | 324 |
|
2023
Q1 | $671K | Buy |
2,051
+216
| +12% | +$70.7K | 0.02% | 282 |
|
2022
Q4 | $630K | Buy |
1,835
+49
| +3% | +$16.8K | 0.03% | 249 |
|
2022
Q3 | $523K | Buy |
1,786
+635
| +55% | +$186K | 0.02% | 237 |
|
2022
Q2 | $338K | Buy |
+1,151
| New | +$338K | 0.01% | 282 |
|